TWA
ETJ

TCI Wealth Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

TCI Wealth Advisors’s Portfolio ETJ Stock Details ETJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,441
Closed -$13K – 1315
2016
Q4 		$13K Buy
+1,441
New +$13.1K 0.01% 569

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCI Wealth Advisors's ETJ Position: Q1 2017 in Review

TCI Wealth Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2017, closing a stake of 1,441 shares — an estimated $13K sold.

TCI Wealth Advisors first reported a position in ETJ in Q4 2016 and held it in 1 quarter. The position peaked at $13K in Q4 2016. 70 funds tracked by Wall St. Rank hold ETJ as of Q1 2017.

  • TCI Wealth Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,441 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2017, an estimated $13K.
  • TCI Wealth Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $13K in Q4 2016.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.